Account Type***** *******Account Owner**** ******Account Opps/Deals*** ******Closed Won • Jan 25****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Joslin Rhodes Pension Retirement PlanningFinance DirectorMay 24 - PresentKingsmere Finance DirectorsPortfolio CFO / FDSep 23 - PresentInsight Finance DirectorsPortfolio Finance DirectorJan 22 - Present
Hiba YosopovDirector Finance OperationsView Profile, Hiba YosopovEve EllisWealth Advisor VPView Profile, Eve EllisSalvatore TroiaChief Financial OfficerView Profile, Salvatore Troia